The Guided Small Business Planner™
A step-by-step business-building workbook for first-time entrepreneurs.
Build the business you want without guessing if you are on the right path.
Designed to help you turn ideas into clear, practical decisions for your business.
The Guided Small Business Planner™ helps you:
- Understand your customers
- Price to make a profit
- Create a marketing plan
- Set realistic sales goals
- Turn your ideas into a clear plan
It's like having a business coach in a beautiful, spiral-bound planner.
Free Resources Library Access
Every purchase includes access to a digital collection of expanded explanations, extra worksheets, spreadsheet templates for calculating sales goals, and more.
All for less than the cost of one hour of coaching.
This planner is for you if...
- You've started a business but aren't always sure what to do next.
- You're tired of piecing together advice from Google, social media, and random checklists.
- You need help making sense of customers, pricing, marketing, money, and operations.
- You want a business that works financially and fits the life you want.
- You want real examples and guidance — not a workbook full of blank pages asking questions you don't know how to answer.
Inside the Planner
Start with you: the individual business owner and leader of your company.
Get to know your customers and create customer personas based on who they are, what matters to them, what makes them buy, and why.
Understand your competitors, determine how you fit into the marketplace, and calculate your market share.
Use a checklist and guide to make sure you have the right business name and legal structure and understand the tax implications.
Craft a vision, mission, and company values that reflect your brand, personal values, and customers.
Design a brand that speaks to your customers.
Map out your marketing plan with specific touchpoints for each customer persona.
Plan exactly how your customers will interact with and experience your company.
Estimate costs, price your product or service, set sales goals, and calculate the exact number of customers you need.
Bring your business to life by outlining your day-to-day, month-to-month, and year-to-year operations.
Keep the momentum going with a practical to-do list that helps you stay focused and take action.
Product Details
- Measures 7.75" × 10.25"
- 248 pages printed on high-quality 120 gsm paper
- Gold coil with gold corner protectors
- Pockets inside the front and back covers
- Includes an 18" × 24" Executive Summary Poster
- Includes 3" × 3" and 1.5" × 2" sticky notes to use with the Executive Summary Poster